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Nebula Research & Development’s UGI UGI Stock Holding History

Nebula Research & Development’s Portfolio UGI Stock Details UGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-76,203
Closed -$2.15M – 1149
2024
Q4 		$2.15M Buy
76,203
+49,678
+187% +$1.29M 0.25% 90
2024
Q3 		$664K Sell
26,525
-24,065
-48% -$580K 0.08% 460
2024
Q2 		$1.16M Buy
50,590
+10,323
+26% +$250K 0.19% 176
2024
Q1 		$988K Buy
40,267
+15,193
+61% +$365K 0.21% 146
2023
Q4 		$617K Buy
+25,074
New +$553K 0.19% 185

Other funds holding UGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Nebula Research & Development's UGI Position: Q1 2025 in Review

Nebula Research & Development sold out of UGI (UGI) in Q1 2025, closing a stake of 76,203 shares — an estimated $2.15M sold.

Nebula Research & Development first reported a position in UGI in Q4 2023 and held it in 5 quarters. The position peaked at $2.15M in Q4 2024. 563 funds tracked by Wall St. Rank hold UGI as of Q1 2025.

  • Nebula Research & Development reported no remaining UGI position as of Q1 2025 after selling out during the quarter.
  • Nebula Research & Development sold 76,203 UGI shares in Q1 2025, an estimated $2.15M.
  • Nebula Research & Development first reported a position in UGI in Q4 2023 and held it in 5 quarters.
  • Nebula Research & Development's UGI position peaked at $2.15M in Q4 2024.
  • 563 funds tracked by Wall St. Rank held UGI as of Q1 2025.

Based on Nebula Research & Development's 13F filing for Q1 2025, filed 15 May 2025.